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According to Deribit data, a nominal value of 10.3 billion dollars in cryptocurrency options will expire tomorrow.Among them: BTC options have a nominal value of 9.5 billion dollars, with a put/call ratio of 0.28 and a maximum pain point of 64,000 dollars; ETH options have a nominal value of 819 million dollars, with a put/call ratio of 0.59 and a maximum pain point of 1,800 dollars.

According to Jinshi reports, as the conflicts in Iran and Ukraine continue to deplete U.S. military weapon stockpiles, the U.S. Department of Defense has committed to paying nearly $100 billion to arms contractors in hopes of accelerating the production of "Patriot" and "THAAD" interceptors. In addition, the Pentagon has ordered 14 nuclear submarines, with a total contract amount of $76.6 billion.On July 29 local time, it was reported that there were changes in the Pentagon's transactions with arms contractors regarding "Patriot" interceptors, with the contract changing from a $4.7 billion one-year contract signed in April this year to a draft agreement totaling $58.6 billion over seven years, while a preliminary agreement for a $35 billion order of "THAAD" interceptors over seven years was also finalized.

According to SoSoValue data, the total net outflow of Ethereum spot ETFs is $18.6542 million. The Ethereum spot ETF with the highest net inflow in a single day is Morgan Stanley Ethereum Trust MSSE, with a single-day net inflow of $14.297 million, and the historical total net inflow of MSSE currently stands at $19.4457 million.Next is the Blackrock ETF ETHA, with a single-day net inflow of $5.1632 million, and the historical total net inflow of ETHA currently reaches $11.43 billion. The Ethereum spot ETF with the highest net outflow in a single day is Fidelity ETF FETH, with a single-day net outflow of $16.0729 million, and the historical total net inflow of FETH currently stands at $2.105 billion. As of the time of publication, the total net asset value of Ethereum spot ETFs is $10.369 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 4.56%, with a historical cumulative net inflow reaching $11.188 billion.

Robinhood released its Q2 2026 financial report, with net revenue of $1.31 billion, a year-on-year increase of 32%, exceeding analysts' expectations of $1.28 billion; net profit of $573 million, a year-on-year increase of 48%; diluted earnings per share of $0.62, a year-on-year increase of 48%. Adjusted EBITDA was $741 million, a year-on-year increase of 35%, exceeding the expected $629 million. Net deposits reached a record high of $21.7 billion, with Gold subscription users reaching 4.8 million, a year-on-year increase of 39%. Cryptocurrency revenue was $100 million, exceeding the expected $86.6 million; options revenue was $342 million, a year-on-year increase of 29%. ARPU reached $187, a year-on-year increase of 24%.The company expects adjusted operating expenses and equity incentives for the full year to be $2.675 to $2.775 billion, lower than previous guidance and market expectations. During the period, Trump account registrations exceeded 7 million, with deposits nearing $1.5 billion; Robinhood Chain mainnet launched; Singapore obtained a capital markets services license; completed the acquisition of WonderFi. After the financial report was released, Robinhood rose about 4% in after-hours trading.

Arm released its financial report for the first quarter of fiscal year 2027, with revenue of $1.29 billion, a year-on-year increase of 22%, exceeding the market expectation of $1.26 billion; adjusted earnings per share of $0.45, a year-on-year increase of 29%, surpassing the expected $0.40; adjusted net profit of $480 million, a year-on-year increase of 28%. Licensing revenue was $574 million, a year-on-year increase of 23%; royalty revenue was $715 million, a year-on-year increase of 22%, with data center royalty revenue more than doubling year-on-year.The AI and data center business is showing strong momentum. Since the launch of the Arm AGI CPU in March, customer demand has grown from an initial expected order of about $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million completed in just 9 months. NVIDIA Vera has fully entered production, and AWS has reached a multi-year agreement with Meta to deploy tens of millions of Graviton5 cores. Qualcomm announced plans to launch the Arm-based data center CPU Dragonfly C1000.Revenue guidance for the second quarter is approximately $1.38 billion, with adjusted earnings per share of about $0.47, both above market average expectations but below some optimistic forecasts. The company stated that the growth of smart mobile royalty revenue will slow, and after-hours stock prices fell by about 7% at one point.

Microsoft released its Q4 fiscal year 2026 financial report, with revenue of $90 billion, a year-on-year increase of 18%, exceeding market expectations of $87.7 billion; adjusted earnings per share of $4.74, a year-on-year increase of 23%, which is 11.5% higher than expected; operating profit of $40.6 billion, a year-on-year increase of 18%. Intelligent cloud revenue was $39.3 billion, a year-on-year increase of 32%, with Azure and other cloud services revenue growing by 43%, significantly higher than the market expectation of 39.6%. Total revenue from Microsoft Cloud was $59.3 billion, a year-on-year increase of 27%. CEO Satya Nadella disclosed that Azure's annual revenue has surpassed $100 billion for the first time, and paid users of Microsoft 365 Copilot exceeded 30 million.In terms of capital expenditure, the fourth quarter's property and equipment acquisition expenditure was $35.8 billion, a year-on-year increase of approximately 110%; total capital expenditure including finance leases was $41 billion, a year-on-year increase of 70%, but lower than the market expectation of $42.5 billion. The remaining performance obligations (RPO) for cloud business surged 84% year-on-year to $678 billion, about twice the annual revenue. Microsoft disclosed in a regulatory filing that new unexecuted data center lease commitments in the fourth quarter exceeded $130 billion, with the total unexecuted lease commitments increasing by 67.4% quarter-on-quarter to $329.1 billion. Annual revenue was $331.8 billion, a year-on-year increase of 18%; net profit was $133.7 billion, a year-on-year increase of 31% (GAAP).

According to Jinshi reports, Musk stated that if Starship can achieve instant and complete reusability, and local production of liquid oxygen and liquid methane, its launch cost will drop to far below $100 per kilogram.

According to Jinshi reports, SpaceX has obtained a $1.6 billion contract from the U.S. Space Force to carry out 18 Falcon 9 launch missions for launching military-guided satellites.

According to Coinglass data, if BTC falls below $60,964, the cumulative long liquidation intensity on major CEXs will reach $1.344 billion. Conversely, if BTC breaks above $67,283, the cumulative short liquidation intensity on major CEXs will reach $1.113 billion.

According to The Block, Bernstein has lowered Circle's target price from $190 to $140 while maintaining an outperform rating. Analyst Gautam Chhugani stated that the threat posed to Circle by the Open USD Alliance, supported by over 140 institutions including Visa, Mastercard, and Stripe, is lower than market expectations. As of July 28, Circle's closing price was $64.32.The end-of-quarter supply of USDC for the second quarter was approximately $73 billion, down from $77 billion in the first quarter, with the average supply rising to about $76 billion. The average SOFR for the second quarter decreased to 3.62%, the reserve return rate fell to 3.46%, and reserve income rose to approximately $655 million. The USDC balance on Hyperliquid has increased from $5 billion in mid-May to over $6 billion, generating about $210 million in annualized gross reserve income, of which approximately $190 million is directed to the exchange according to the revenue-sharing agreement.Bernstein has reduced its forecast for USDC supply at the end of 2026 by 37% to $83 billion and lowered its 2028 forecast to $170 billion; the adjusted EBITDA forecast for 2026 has been cut by 12% to $602 million, and the earnings per share (EPS) forecast has been lowered from $1.98 to $0.92. However, the firm expects that by 2035, the total supply of stablecoins will reach $4 trillion, with Circle holding about a 30% share. Additionally, Circle received final approval from the OCC in July to establish Circle National Trust.

According to TNW, enterprise AI infrastructure company Modus announced the completion of a $10 million seed round of financing, led by Insight Partners, with participation from Soma Capital, Bullet Ventures, and several tech founders.Modus simultaneously launched the "Context Warehouse" product, positioned as the contextual foundation layer for enterprise AI, which provides precise context for AI Agents by learning the actual usage patterns of business data (rather than merely storing data), potentially reducing unnecessary retrieval and token consumption by up to 10 times.

According to Coinglass data, if ETH falls below $1,824, the cumulative long liquidation intensity on major CEXs will reach $940 million. Conversely, if ETH breaks above $2,006, the cumulative short liquidation intensity on major CEXs will reach $880 million.

According to Coinglass data, if BTC falls below $61,404, the cumulative long liquidation intensity on major CEXs will reach $1.371 billion. Conversely, if BTC breaks above $67,320, the cumulative short liquidation intensity on major CEXs will reach $745 million.

On July 28, Eastern Time, Morgan Stanley Solana Trust (ticker MSOL) was officially listed on NYSE Arca, bringing the total number of listed SOL spot ETFs to 9. According to SoSoValue data, MSOL had zero net inflow on its first day of listing, with a trading volume of $19.03 million and a total net asset value of $1 million. MSOL supports a cash creation/redemption mechanism, with a management fee rate of 0.14%, and plans to support the Solana staking yield mechanism.Yesterday, only the Bitwise Solana Staking ETF (BSOL) experienced net outflows, with a single-day net outflow of $18.0734 million, and the historical total net inflow currently stands at $891 million. As of the time of writing, the total net asset value of SOL spot ETFs is $852 million, with a SOL net asset ratio of 1.99%, and the historical cumulative net inflow has reached $1.127 billion.

According to Techcrunch, AI data security company Cyera announced on Tuesday that it has signed a letter of intent to acquire Oasis Security for approximately $1 billion, with the transaction expected to be primarily in cash, and the remainder paid in Cyera shares. Cyera recently completed a $600 million financing round at a valuation of $12 billion.Oasis focuses on non-human identity security, such as AI agents, and was founded in 2022, having raised approximately $195 million in total funding, with investors including Accel, Craft Ventures, and Cyberstarts. Cyera shares some investors with Oasis and has recently acquired Ryft and Genie Security. After the acquisition, Cyera plans to integrate Oasis's technology into a unified identity and data security platform. Cyera has an annual recurring revenue of over $150 million but is far from profitable, having raised approximately $2.3 billion in total funding over five years.

RoboStrategy disclosed on platform X that it led a $200 million Series C financing for the robotics company Standard Bots, with a post-investment valuation of $1 billion. RoboStrategy stated that industrial robotic arms were invented in the United States, but the U.S. has lost its dominance in this industry, and the existing product architecture has been frozen since the 1980s, making it difficult to adapt to AI real-time control and variable scenarios.Standard Bots has redesigned the robotic arm from scratch, optimizing each component for AI, achieving joint-level torque sensing, 2 kHz real-time feedback closed-loop, and ease of teaching for workers to complete in one day, while utilizing a domestic supply chain. Its product line includes Spark, Core, Thor, and Bolt dual-arm robots (in testing phase), with Thor having a payload of 30 kg and a working radius of 2 meters. Compared to FANUC CRX and UR10e, Core achieves a higher payload and tighter repeatability accuracy at a lower price. The company's goal is to capture 10% of new industrial robot deployments in the U.S. within a year, with plans to achieve full-process American manufacturing from metal raw materials to robots by 2027.

Cathie Wood's Ark Invest sold $23 million worth of Block Inc stock (XYZ), $16 million worth of Bullish stock (BLSH), and $4 million worth of Robinhood stock (HOOD) yesterday.Additionally, it purchased $12.2 million worth of SpaceX (SPCX) stock and approximately $289,000 worth of BitMine (BMNR) stock.

Coursera (NYSE: COUR) announced a strategic equity investment of $100 million in LearnVector, an AI-native learning company newly founded by its co-founder Andrew Ng. This investment gives Coursera approximately one-third equity in LearnVector, corresponding to a company valuation of about $300 million.LearnVector was founded by Andrew Ng, who serves as CEO, and is positioned as an AI education startup aimed at white-collar workers. The core goal is to create a one-on-one personalized learning experience using agent AI, shifting from traditional "one-to-many" teaching to "one-to-one" exclusive tutoring. The AI agent will plan personalized paths for each learner, adapt to their learning styles, and provide continuous support until they truly master the skills. The first batch of courses is expected to launch in early 2027, and the transaction has been unanimously approved by Coursera's independent board special committee.

According to Coinglass data, if ETH falls below $1,815, the cumulative long liquidation intensity on mainstream CEX will reach $906 million. Conversely, if ETH breaks above $2,004, the cumulative short liquidation intensity on mainstream CEX will reach $556 million.

Visa and the on-chain data analysis platform Artemis previously jointly released the report "Agentic Payments from the Ground Up," which quantifies the trends of AI agent payments based on real-time on-chain data. The report points out that intelligent commerce should be divided into macro transactions (AI agents completing bookings, subscriptions, etc., adapting to existing card systems) and micro payments (high-frequency small payments between machines, with individual transactions far below $1, which traditional payment structures struggle to support).The report focuses on two "machine-native payment" protocols: x402 (developed by Coinbase, Cloudflare, etc., launching in May 2025) with an adjusted transaction volume of approximately $15 million and 109.6 million transactions as of April 21, 2026, with 422,000 buyers and about 5,300 sellers, primarily concentrated on Base, Solana, and Polygon, settled in USDC; MPP (developed by Stripe and Tempo, with Visa's participation, launching in mid-March 2026) had a transaction volume of approximately $25,000 and 115,000 transactions within 33 days of launch, supporting both on-chain crypto payments and fiat settlements.The report believes that the leap in AI capabilities (with the release of Claude 4.5 and GPT Codex 5.2 in mid-2025) has created a demand for programmatic payments, combined with the decreasing costs of blockchain settlements, making micro payments in the range of 1 cent to 1 dollar economically viable for the first time. Currently, the boundaries between crypto-native protocols and card payment camps are gradually blurring, but agent payments still face trust challenges such as erroneous purchases, adversarial attacks, and liability attribution.